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Evercore Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Evercore Wealth Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-256
Closed -$1K – 1024
2014
Q4 		$1K Buy
+256
New +$1.24K ﹤0.01% 857

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Evercore Wealth Management's LYG Position: Q1 2015 in Review

Evercore Wealth Management sold out of Lloyds Banking Group (LYG) in Q1 2015, closing a stake of 256 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in LYG in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 177 funds tracked by Wall St. Rank hold LYG as of Q1 2015.

  • Evercore Wealth Management reported no remaining Lloyds Banking Group position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 256 Lloyds Banking Group shares in Q1 2015, an estimated $1K.
  • Evercore Wealth Management first reported a position in Lloyds Banking Group in Q4 2014 and held it in 1 quarter.
  • Evercore Wealth Management's Lloyds Banking Group position peaked at $1K in Q4 2014.
  • 177 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.